What to Bring

  • Wage statements/W-2’s
  • State or Local taxes paid
  • Social Security Cards
  • Driver’s License(s)
  • Last year’s Federal and State return
  • Cash and non-cash charitable donations
  • Mortgage Interest Statements
  • Self Employed (Please bring income totals)
  • Self Employed (Please bring expense statements)
  • Ira Contributions
  • Commissions received/paid
  • Unemployment incomes/1099-G
  • State refund amount/1099-G
  • Income and expenses from rentals
  • Alimony paid or received
  • Real Estate Taxes paid
  • New Home – HUD Uniform settlement statement
  • Re-fiance Home – HUD Uniform settlement statement

New Customers Save $25!